Form 990 for tax year 2023
Filed by TEXAS SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.
Totals
- Total revenue
- $155,811
- Total expenses
- $145,125
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $145,075
- Investment income
- $6,102
- Other revenue
- $4,634
- Total assets, end of year
- $529,758
- Total liabilities, end of year
- $201,923
- Net assets or fund balances, end of year
- $327,835
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $145,075 · related or exempt $145,075
-
3 · Investment income
total $6,102 · excluded $6,102
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $938
-
6c · Rental income or loss
real property $938
-
6d · Net rental income or loss
total $938 · related or exempt $938
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS
total $3,696 · related or exempt $3,696
-
11e · Other revenue, total
$3,696
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $96,300
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $40
-
12 · Advertising and promotion
total $100
-
13 · Office expenses
total $3,018
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $28,656
-
17 · Travel
total $8,536
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: MEETINGS
total $5,515
-
24b · Other expenses: COMMITTEE EXPENSE
total $2,960
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $72,412 · end of year $82,908
-
2 · Savings and temporary cash investments
beginning of year $244,165 · end of year $297,867
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $26,610 · end of year $4,255
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $171,817 · end of year $144,728
-
17 · Accounts payable and accrued expenses
beginning of year $13,138 · end of year $79
-
19 · Deferred revenue
beginning of year $63,040 · end of year $57,793
-
25 · Other liabilities
beginning of year $169,446 · end of year $144,051
-
27 · Net assets without donor restrictions
beginning of year $269,380 · end of year $327,835
Mission and programs · 2023
Mission
Support certified public accountants in Texas and promote the accounting profession.
-
WITH 2,477 MEMBERS, MEMBERSHIP MEETINGS FOR THIS ORGANIZATION ARE HELD UNDER THE 501(c)3 AFFILIATE, TXCPA AUSTIN CPE FOUNDATION, AS CPE IS OFFEREED AT THOSE MEETINGS. FOUR NETWORKING AND SOCIAL EVENTS WERE HELD WITH APPROXIMATELY 117 ATTENDEES.
-
TWENTY MEMBER COMMITTEE MEETINGS WERE HELD TO DEVELOP PROGRAMS AND COMMUNITY SERVICE PROJECTS PROMOTING THE ACCOUNTING PROFESSION WITH APPROXIMATELY 200 ATTENDEES.
As filed on the 2023 return.
Listed in Part VII
-
Angela Hardy BorneANGELA HARDY BORNE
MGR-COMM INVOLV
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Kristy Holmes-HetzelKRISTY HOLMES-HETZEL
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Lara AkinboyeLARA AKINBOYE
President
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Matt MalcomMATT MALCOM
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jennifer BrownJENNIFER BROWN
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Tracie MillerTRACIE MILLER
IMM PAST PRES
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Jeremy MyersJEREMY MYERS
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Norm HolzNORM HOLZ
OVERSIGHT CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Debra WatkinsDEBRA WATKINS
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Connie ClarkCONNIE CLARK
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Diane Joiner - Thru 62024DIANE JOINER - THRU 62024
Executive Dir.
- Total calculated
- $0
- Hours/week
- 18.75 + 18.75 related
-
Nancy FossNANCY FOSS
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Paul MatthewsPAUL MATTHEWS
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Janice KeelingJANICE KEELING
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Ekaterina RhodenEKATERINA RHODEN
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Christina MondrikCHRISTINA MONDRIK
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Kara HamannKARA HAMANN
MGR-MEMBER SVCS
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Yuenman KwongYUENMAN KWONG
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Joyce SmithJOYCE SMITH
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
David CrumbaughDAVID CRUMBAUGH
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Larry StephensLARRY STEPHENS
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Gary McIntoshGARY MCINTOSH
TXCPA PAST CHR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Donna WeslingDONNA WESLING
TXCPA PST CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Michele HeymanMICHELE HEYMAN
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Kristian LucioKRISTIAN LUCIO
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Kara HamannKARA HAMANN
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Julie SigetyJULIE SIGETY
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Aarika AndersonAARIKA ANDERSON
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Mary AndersonMARY ANDERSON
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Xiaoyun DingXIAOYUN DING
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Sarah LoghinSARAH LOGHIN
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Diana SullivanDIANA SULLIVAN
CHAPTER REP
- Total calculated
- $0
- Hours/week
- 0.25 + 0.25 related
-
Lauren Johnson-From 1024LAUREN JOHNSON-FROM 1024
Executive Dir.
- Total calculated
- $0
- Hours/week
- 18.75 + 18.75 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AUSTIN CHAPTER-TXCPA CPE FOUNDATION
501(C)(3) · CONTINUING EDUCATION · TX · controlled entity
Directly controlled by AUSTIN CHAPTER-TSCPA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501059349302545
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